As AEP ends, the hosts discuss how agents can carry momentum into the new year. They cover Open Enrollment Period opportunities, applicable Special Enrollment Periods, carrier interpretations, and the importance of consistent activity. Business planning topics include reinvesting revenue, developing referral partners, expanding local opportunities, and setting goals that reduce dependence on one short selling season.

In this episode

  • Post-AEP planning
  • OEP and SEP opportunities
  • Year-round sales
  • Reinvestment
  • Referral and local partnerships

Show notes

In this episode, we discuss the changes in the industry every Medicare Annual Enrollment and how this business has become a year round industry.